Gotrade News – Three Big Tech giants simultaneously escalated their AI spending on April 24, 2026. Tesla, Meta, and Google unveiled capital and workforce moves rarely seen in the same week.

Elon Musk committed Tesla to more than USD 25 billion in capex for 2026, or roughly Rp 430.9 trillion. That figure nearly triples last year’s spending and overshoots prior market estimates of USD 20 billion.

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Key Takeaways:

• Tesla raises 2026 capex to USD 25 billion for Optimus, Cybercab, and AI infrastructure
• Meta cuts 8,000 jobs (10% of workforce) on May 20 to fund AI investments
• Google Cloud confirms Gemini will power Siri upgrades in iOS 27

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The allocation covers factory expansion, Optimus humanoid robot production, AI initiatives, and Cybercab development. Musk told analysts to expect a very significant increase in capital spending during the earnings call.

Tesla’s automotive business has slowed over the past two years, pressuring the company to speed up its futuristic product shift. Dec Mullarkey of SLC Management said the revised budget makes Tesla (TSLA) free cash flow projections more realistic.

Meta Platforms plans to eliminate 8,000 positions or 10% of its global workforce effective May 20. The company will also leave 6,000 previously approved roles unfilled.

Chief People Officer Janelle Gale framed the cut as part of ongoing efforts to run the company more efficiently. Mark Zuckerberg is redirecting the savings into AI infrastructure and next-generation large language models.

Google Cloud CEO Thomas Kurian used the Google Cloud Next 2026 stage in Las Vegas to confirm a Gemini-Apple partnership. Gemini will underpin Apple Intelligence features and a more personal Siri due later this year.

Apple pushed the Siri upgrade from 2025 to 2026 after running into technical challenges. The new Siri is expected at WWDC starting June 8, 2026, alongside the iOS 27 announcement.

The synchronous AI spending round reinforces the concentration of capital within mega-cap technology. Retail investors can gain direct exposure via Meta (META), Alphabet (GOOGL), and Apple (AAPL).

Meta’s efficiency push, Tesla’s capex surge, and the Google-Apple tie-up together define the 2026 AI playbook. The strength of these signals could support valuations for technology names with deep AI infrastructure exposure.